| 1 | HighTower Advisors, LLC | $74.1M | 1.4M | Added |
| 2 | SNS Financial Group, LLC | $32.3M | 594,894 | Added |
| 3 | Team Financial Group, LLC | $15.5M | 285,798 | Trimmed |
| 4 | LPL Financial LLC | $10.8M | 198,528 | Trimmed |
| 5 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $10.4M | 192,415 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $7.5M | 139,075 | Trimmed |
| 7 | Cetera Investment Advisers | $5.4M | 100,409 | Trimmed |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | $5.0M | 92,605 | Trimmed |
| 9 | EVOLVE PRIVATE WEALTH, LLC | $4.5M | 82,649 | Added |
| 10 | NewEdge Advisors, LLC | $3.3M | 60,076 | Trimmed |
| 11 | MORGAN STANLEY | $2.6M | 47,669 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $2.3M | 42,404 | Trimmed |
| 13 | Allworth Financial LP | $2.0M | 37,215 | Trimmed |
| 14 | Private Advisor Group, LLC | $1.9M | 34,736 | Trimmed |
| 15 | Stratos Wealth Partners, LTD. | $1.8M | 32,290 | Trimmed |
| 16 | GOLDMAN SACHS GROUP INC | $1.7M | 30,885 | Added |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 28,500 | Trimmed |
| 18 | Integrated Wealth Concepts LLC | $1.4M | 26,377 | Trimmed |
| 19 | TWO SIGMA INVESTMENTS, LP | $1.4M | 25,904 | Added |
| 20 | Archer Investment Management, LLC | $1.3M | 24,356 | Trimmed |
| 21 | WCG Wealth Advisors LLC | $1.2M | 22,109 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 21,774 | Trimmed |
| 23 | Merit Financial Group, LLC | $1.2M | 21,404 | Trimmed |
| 24 | JPMORGAN CHASE & CO | $1.1M | 20,630 | Trimmed |
| 25 | IHT Wealth Management, LLC | $950,854 | 17,530 | Added |